LW
| |
Laurel Wealth Advisors, Inc.13F | |
| Laurel Wealth Advisors, Inc. | |
| Last update 2023-02-16 | 642 Stocks (67 new) |
| Value $1.01 Bil | Turnover 12 % |
Laurel Wealth Advisors, Inc. Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 367,977 | 47,810.0 | -1.04% | 4.710 | -0.06% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
MSFT | Microsoft Corp | 82,126 | 19,700.0 | -3.83% | 1.940 | -0.08% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
SPY | S&P 500 ETF TRUST ETF | 40,707 | 15,570.0 | -31.30% | 1.530 | -0.71% | 0.000 | +19.10% | +7.14% | 639,845.5 | ||
UCON |
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
| 602,415 | 14,520.0 | +43.49% | 1.430 | +0.43% | 0.980 | +1.94% | +2.86% | 2,946.9 | ||
JEPI | JPMorgan Equity Premium Income ETF | 262,834 | 14,320.0 | +7.63% | 1.410 | +0.10% | 0.070 | +8.42% | +2.90% | 40,814.4 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 342,436 | 14,000.0 | +38.80% | 1.380 | +0.39% | 0.230 | +4.76% | +4.16% | 6,817.2 | ||
AMZN | Amazon.com Inc | 154,431 | 12,890.0 | +2.48% | 1.270 | +0.03% | 0.000 | +28.03% | +1.73% | 2,369,463.7 | Retail - Cyclical | |
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 109,944 | 12,750.0 | -5.04% | 1.260 | -0.07% | 0.220 | +47.04% | +14.36% | 13,925.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 324,478 | 12,650.0 | New Holding | 1.250 | +1.25% | 0.020 | +17.28% | +14.52% | 86,520.7 | ||
FTA | FIRST TR L CAP VAL | 187,444 | 12,340.0 | +0.40% | 1.220 | 0% | 1.020 | +12.78% | +4.36% | 1,111.0 |
Laurel Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns
Laurel Wealth Advisors, Inc. Total Holding History ($B)
Laurel Wealth Advisors, Inc.'s Asset Allocation
Laurel Wealth Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Laurel Wealth Advisors, Inc.'s Hypothetical Growth since 2022-12-31
Laurel Wealth Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Laurel Wealth Advisors, Inc.'s Holdings Heat Map
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Laurel Wealth Advisors, Inc.'s Holdings Bubble Chart
Laurel Wealth Advisors, Inc. News
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